Lead Developer
Lead Developer is a comprehensive property development feasibility suite designed to streamline financial modeling and project analysis. It offers a range of tools tailored for various project types, including residential, commercial, mixed-use, develop & sell, build-to-rent, and hybrid scenarios. It includes applications for rapid, high-level assessments, for detailed 2–3 year project evaluations, and for income-producing property acquisitions. Lead Developer facilitates detailed cash flow projections, S-Curve distributions, multiple capital and financing tranches, and customizable cost codes. Users can perform sensitivity analyses, calculate residual land values, and model different capital structures to assess equity returns and project viability. It is built on Google Sheets, allowing for easy access and collaboration.
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PSVTracker
PSVTracker is portfolio tracking software for investors whose money is spread across public markets and private deals.
Most personal finance apps stop at brokerage and bank accounts. PSVTracker covers the rest: real estate syndications, private equity and venture funds, direct property, crypto, precious metals, homes, vehicles, cash and liabilities, tracked next to connected brokerage accounts.
It calculates XIRR, TVPI, DPI, RVPI, cash-on-cash, equity multiple and CAGR automatically, per investment and across the portfolio. It compares expected vs. actual performance against sponsor projections, tracks every capital event including contributions, distributions and return of capital, handles nested entities and partial ownership percentages, and marks K-1s received or pending.
Bank and brokerage connections run through Plaid. Data is encrypted in transit and at rest on AWS. Read-only sharing with a CPA, spouse or advisor.
Free plan available, no credit card required.
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Maybern
Maybern is a cloud-based fund management platform for private capital managers and their finance teams. It models fund structures, investor commitments, capital calls and distributions, allocations, fees, waterfalls, credit facilities, and performance data using governed logic and calculation trails. Teams monitor fund economics, compare actuals with projections, run scenario and hypothetical liquidation analyses, prepare investor reports, and reconcile administrator files. AI agents can rebuild fees and waterfalls, identify reconciliation breaks, prepare quarter-end packages, and draft LP responses based on each fund's configured rules. Maybern supports private equity, real estate, private credit, and growth equity funds, including master-feeder, parallel, AIV, blocker, and SPV structures. Its MCP server connects compatible AI clients to fund data and calculations under the customer's Maybern permissions.
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Portfolio Genius
Accuracy in accrual, accretion and amortization in conformity with the current Generally Accepted Accounting Principles (GAAP) for concessions on debt, fees, premiums, discounts and accrued interest (calculated using various day count methods, and the International Financial Reporting Standards (IFRS). Accuracy in the maintenance, tracking and projection of the financial terms of fixed-income securities as related to principal and interest payments, coupon rates, rate resets, call dates, MBS and CMO factors, CPRs and PSAs, and maturities. You can base interest rates on a mathematical formula with embedded index, caps, floors, etc. Automated back office functions such as: automated data entry, maintenance, business calendar maintenance, principal and interest payment calculations, and reconciliation.
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